Original filing (PDF)20250904145616NAL0010098947001

THE CONFERENCE BOARD, INC.

Name: THE CONFERENCE BOARD, INC. — RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS, Form 5500 (2024)
Creator: THE CONFERENCE BOARD, INC.

Form 5500

FILING_RECEIVED

RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

Defined-benefit pension plan

Signals · 3

Late filing · 27.6 mo100% in single holding~20915 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONFERENCE BOARD, INC..

Plan sponsor

Name

THE CONFERENCE BOARD, INC.

EIN

13-1624108

Address

845 THIRD AVENUE · NEW YORK, NY · 100226601

Phone

(212) 759-0900

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

THE BENEFITS ADMINISTRATION COMMITTEE

EIN

13-2855423

City

NEW YORK, NY

Phone

(212) 759-0900

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-07-01

Tax period

2022-06-30

Filed

2025-09-04

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

KPMG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING, INC.	22-2232264	—	NONE	$763K	—
CONNING	—	HARTFORD, CT	NONE	$89K	—
PRIME BUCHHOLZ LLC	—	PORTMOUTH, NH	NONE	$62K	—
WILMINGTON TRUST	81-2721934	—	NONE	$16K	—